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the 15 minute retirement readiness review

Case study: When can I retire?

I met with a prospective new client this week and he asked me the question I get asked by most people during introductory meetings: “When can I afford to retire?” We spent about an hour working through some numbers and coming up with the answer.  I thought seeing a real world example would be helpful to […]

changes to your Social Security claiming options

Social Security statement now available online

I’m back from the land of the midnight sun and trying to get caught up on any retirement news I missed while on the road.  One item that caught my eye was the Social Security Administration’s decision to provide online statements for estimated retirement benefits.  You may have noticed that they quit mailing the paper […]

Answers to the top 10 Social Security questions

If you’re like most, you know what Social Security is, but you’re a little hazy on the details.  Don’t feel bad.  There are 78 million others in the same boat.  Retirement is on the horizon, though, so it’s time to bring you up to speed.  Give me 10 minutes and I’ll give you answers to […]

The most important thing to know about your retirement budget

Here it is: Every year during retirement, everything you buy will cost more than it did the year before.  Such is the nature of inflation.  In 1990 a stamp was 25 cents.  Today it has almost doubled to 44 cents.  A gallon of gas was $1.16.  Today you can expect to pay triple that.  A […]

Anxious? Keep your focus on what you can control.

It’s understandable if you’re feeling a bit anxious. Not only was the U.S. credit rating just downgraded for the first time in history, but over the last few years we’ve had a housing bubble, a credit bubble, runaway government spending, soaring gas prices, a global recession, high unemployment, the risk of a U.S. debt default, […]